What Information is Available on This Tab?
Policy Status – The current Policy statuses are displayed in the first column.
Insurance Product – This column shows the Policy name/type for all policies on the Case.
Policy Number – This column shows the number assigned to each Policy by the Carrier.
Effective Date – This column shows the Policy effective date.
Expiration Date - This column shows the Policy's expiration date.
Expired Policies are flagged with a red expiration date so they’re easy to distinguish.
When a Policy expires, it is automatically excluded from the Case Compliance Score calculation. Its policy score clears in the Policies tab, and the Compliance tab resets until a new term or Policy is created.
Score – This column shows the compliance check list score for each Policy.
If a Policy has 22 required field values to reach compliance and only 3 are filled in on the check list, the score will show 3/22 for that Policy.
Assets – Hover over the icon to see which Case Asset is associated with each Policy.
Participants – Hover over the icon to see which brokers or borrowers are associated with each Policy.
Last Updated – This column shows the date, time, and entity that last saved changes to a Policy.
What Actions Can Be Taken from This Tab?
1. Add New Policies.
Click the "+ New Policy" button to begin creating a new Policy.
2. Change the Policy Status.
Change the Policy status by clicking the box next to the Policy status.
From the black pop-up menu, select the new policy status.
3. Navigate to a Policy.
Click on the Insurance Product to open a Policy and view its contents.
